Relationship Manager

3 weeks ago

Cuddalore Chidambaram Mayiladuthurai, India Equitas Small Finance Bank Full time
Job Description

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in Mutual Funds.

Roles and Responsibility

- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
- Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
- Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds.
- Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally.
- Identify new business opportunities through networking, referrals, and other channels to expand the client base.
- Stay current with industry developments and competitor activity to maintain a competitive edge.

Job Requirements

- Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds.
- Strong knowledge of financial markets, products, and regulations governing mutual funds.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to work effectively in a fast-paced environment and meet sales targets.
- Proficiency in using technology and software applications to manage client relationships and track market trends.
- Strong analytical and decision-making skills to provide informed investment advice.

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